Douglas Clifton Danciger
Professional Summary
Douglas Clifton Danciger is a registered financial advisor currently at CARTY, HARDING & HEARN, INC. located in Memphis, Tennessee. Douglas is registered as a RR (Registered Representative) and started their career in finance in 2009. Douglas has worked at 1 firm and has passed the Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
ENVISION FINANCIAL PLANNING, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
ENVISION FINANCIAL PLANNING, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
ENVISION FINANCIAL PLANNING, LLC
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
ENVISION FINANCIAL PLANNING, LLC
Years of Experience
17 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
ENVISION FINANCIAL PLANNING, LLC
Current Firm
CARTY & COMPANY, INC. | CHH | CARTY, HARDING, & HEARN, INC. | CARTY, HARDING & HEARN, INC. | CARTY, HARDING & HEARN
Contact Information
Main Address
6263 Poplar Avenue Suite 800, Memphis, TN 38119Mailing Address
P.o. Box 17527, Memphis, TN 38187-0527Phone Number
(901) 767-8940Established
Tennessee since 10/07/1970Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
20Similar Advisors
ENVISION FINANCIAL PLANNING, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
ENVISION FINANCIAL PLANNING, LLC
State Registrations and Notice Filings
(4/20/2011)
(12/21/2017)
(2/21/2013)
(4/26/2019)
(2/15/2012)
(2/1/2011)
(8/28/2026)
(7/12/2021)
(10/30/2018)
(5/17/2012)
(1/3/2012)
(7/29/2011)
(5/2/2013)
(3/3/2016)
(4/25/2022)
(6/30/2021)
(7/14/2020)
(3/31/2015)
(1/6/2010)
(8/23/2010)
(1/26/2012)
(3/17/2010)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
ENVISION FINANCIAL PLANNING, LLC
CRS (Client Relationship Summary) - BD
Click below to view Douglas Clifton Danciger's CRS (Customer Relationship Summary).
Similar Advisors
ENVISION FINANCIAL PLANNING, LLC